Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,486 | $78,197-4.7% | $98,090-24.1% | $82,637-9.9% |
| Participation rate | 33.3% | 77.5%-44.1pp | 81.5%-48.2pp | 68.1%-34.7pp |
| Annual return | 16.87% | 40.25%-23.4pp | 37.05%-20.2pp | 53.51%-36.6pp |
| Employer contribution / active EE | $939 | $2,605-64.0% | $3,606-74.0% | $2,552-63.2% |
| Participant deferral / active EE | $3,419 | $6,636-48.5% | $7,845-56.4% | $4,126-17.1% |
| Admin fee / account holder | $20,470 | $14,832+38.0% | $11,815+73.3% | $7,339+178.9% |